Client Service Associate
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
This position will join the Wilmette, IL office at Choreo and will assist advisors and other team members in an administrative capacity to serve a client base consisting of high-net-worth families and business owners.
As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience. The Client Service Associate serves as an important liaison between advisors and operations and is the backbone of successful client management.
Primary Responsibilities
- Communicate with clients via telephone, email, and in-person in a professional manner to ensure requests are met in a timely and professional manner
- Schedule client review meetings between clients and a
